Money Purchase · DOL Form 5500 · 2022
Goodwill Industries of Southeastern Wisconsin, Inc. Money Purchase Plan
Data updated 2026-08-11
- $43M
- Total assets
- 1,779
- Participants
- 87th
- Percentile by assets
- $23,989
- Avg per participant
Official DOL plan name: Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan · Sponsored by Goodwill Industries of Southeastern Wisconsin, Inc. · Wisconsin · Healthcare & Social Assistance
$43M in assets, 1,779 participants
Goodwill Industries of Southeastern Wisconsin, Inc.'s Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan reported $43M in total assets and 1,779 participants in its 2022 DOL Form 5500 filing, ranking in the 87th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 87th percentile by assets (of 139,126 plans)
- #17,795 in Healthcare & Social Assistance (20,060 peers)
Coverage in Wisconsin
Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan covers 1,779 participants in Wisconsin, 3.2x the typical Wisconsin plan (state average ~563 per filing). Assets: $43M.
- $43M
- total plan assets (2022 EOY)
- 1,779
- covered participants
- 87th
- percentile by assets (of 139,126 plans)
- $23,989
- avg assets per participant
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan reports 1,779 participants - 3.2x that state average ($43M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | -$8M |
| Employer EIN | 390808491 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Goodwill Industries of Southeastern Wisconsin, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 8,258 | $65M |
| 2023 | 2 | 11,853 | $76M |
| 2024 | 2 | 12,723 | $85M |
Nearby Money Purchase Plans in Wisconsin
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
- Employees Retirement Plan of Marshfield Clinic $1.3B · 8,253
- Telephone and Data Systems, Inc. Pension Plan $414M · 5,694
- Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan $374M · 1,715
- North Central States Regional Council of Carpenters Supplemental Retirement Plan $235M · 9,656
- Aspirus, Inc. Frozen 401(a) Plan $133M · 2,778
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan by total assets, not by location.
- Resources for the Future, Inc. 401(a) Retirement Plan (DC) $43M · 61
- Nfl Players Association Money Purchase Pension Plan and Trust (DC) $43M · 77
- Boston Plasterers & Cement Masons Local 534 Deferred Income Plan (MA) $43M · 303
- Retirement Plan for Employees of Island Peer Review Organization, Inc. (NY) $43M · 316
Frequently Asked Questions
How did Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan assets move in 2022? ▼
How have Goodwill Industries of Southeastern Wisconsin, Inc. plan assets changed over time? ▼
Where does Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan? ▼
Next read for Goodwill Industries of Southeastern Wisc…
Filing takeaways
Ways to act on Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan's numbers.
- By total assets, Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Wisconsin. Compare plans
- Goodwill Industries of Southeastern Wisconsin, Inc.'s sponsor-wide assets have grown 32.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans